Create Customer Referrals

Note: After customer referrals are enabled in Dealer Admin, Refer Friend is visible to all of your customers in the Virtual Keypad app.

To set up customer referral notifications, refer to Set Up Customer Referral Notifications.

To enable customer referrals, complete the following steps:

1. Log in to Dealer Admin (dealer.securecomwireless.com).

2. In the left menu, go to Settings > Dealer.

3. Go to the Customer Referrals tab.

4. In Current Customer Offer, enter a message for existing customers who refer new customers.

5. In New Customer Offer, enter a message for new customers who are referred by existing customers.

6. If necessary, upload a photo for the new customer offer. For best results, images should be in landscape layout with a file size of less than 5 MB.

7. At the top of the page, select Save.

Existing customers can send referrals by opening Virtual Keypad, tapping Refer Friend in the menu, then tapping Invite. The customer is then prompted to compose and send a text message that contains a link to the referral form.

When the new customer opens the form, they are required to enter their name and email or phone number. When they submit the completed referral form, their contact information is populated on the Customer Referrals page in Dealer Admin.